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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $137,174 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $47,800 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $47,162 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,240 | $50,919+22.2% | $155,556-60.0% | $77,762-20.0% |
| Participation rate | 95.7% | 63.1%+32.7pp | 78.2%+17.5pp | 70.6%+25.2pp |
| Annual return | 15.28% | 34.84%-19.6pp | 64.84%-49.6pp | 31.27%-16.0pp |
| Employer contribution / active EE | $1,784 | $1,991-10.4% | $4,675-61.8% | $2,728-34.6% |
| Participant deferral / active EE | $5,013 | $2,824+77.5% | $5,631-11.0% | $4,651+7.8% |
| Admin fee / account holder | $166 | $437-62.0% | $15,885-99.0% | $433-61.7% |